Nonprofit · EIN 93-0757655
SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND
Tax-exempt · PORTLAND, OR 97208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $38,955,935 | $45,265,018 | -$6,309,083 | $43,366,585 | $17,451,139 | $25,915,446 |
| December 31, 2023 | 990 | $32,912,751 | $38,482,415 | -$5,569,664 | $41,191,016 | $8,881,415 | $32,309,601 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $36,187,011
- Investment income
- $2,768,924
- Net gain from sales of assets
- $1,627,570
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $43,387,889
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $61,893
- Accounting fees
- $71,004
Balance sheet and other
- Total assets, start of year
- $41,191,016
- Total assets, end of year
- $43,366,585
- Total liabilities, end of year
- $17,451,139
- Net assets, end of year
- $25,915,446
- Publicly traded securities
- $36,021,930
- Gross receipts
- $78,271,766
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1952
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUSS BENTON | TRUSTEE Trustee or director | 1 | $0 |
| DARRIN BOYCE | TRUSTEE Trustee or director | 1 | $0 |
| LANCE DEYETTE | TRUSTEE Trustee or director | 1 | $0 |
| CAROL DUNCAN | CHAIR Trustee or director, Officer | 1 | $0 |
| BRIAN NOBLE | SECRETARY Trustee or director, Officer | 1 | $0 |
| MIKE PECK | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS SCHNEIDER | TRUSTEE Trustee or director | 1 | $0 |
| LUKE STUCKY | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUSS BENTON | TRUSTEE Trustee or director | 1 | $0 |
| DARRIN BOYCE | TRUSTEE Trustee or director | 1 | $0 |
| LANCE DEYETTE | TRUSTEE Trustee or director | 1 | $0 |
| CAROL DUNCAN | TRUSTEE/CHAI Trustee or director, Officer | 1 | $0 |
| BRIAN NOBLE | TRUSTEE/SECR Trustee or director, Officer | 1 | $0 |
| MIKE PECK | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS SCHNEIDER | TRUSTEE Trustee or director | 1 | $0 |
| LUKE STUCKY | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4148, PORTLAND, OR 97208-4148
- In care of
- % WILLIAM C EARHART CO INC
- Principal officer (990 for 2024)
- CAROL DUNCAN, PO BOX 4148, PORTLAND, OR 97208
- Signed the 990
- CAROL DUNCAN, TRUSTEE
- Phone
- (503) 282-5581
- Return prepared by
- MILLER KAPLAN ARASE LLP
Mission
TO PROVIDE MEDICAL BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
Program accomplishments
- TO PROVIDE MEDICAL BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0757655
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $43,366,585
- Income (IRS master file)
- $78,271,766
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $38,955,935 | $45,265,018 | $43,366,585 | XML |
| 990 | December 2023 | $32,912,751 | $38,482,415 | $41,191,016 | XML |
| 990 | December 2022 | $30,490,530 | $32,516,924 | $46,044,927 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0757655).
Questions about SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND
- What is the EIN of SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND is 93-0757655.
- Is SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 names CAROL DUNCAN.
- Who are the officers and directors of SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS 16 HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $38,955,935, expenses of $45,265,018 and total assets of $43,366,585 at year end.
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